Lenox Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lenox Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$21K	Sell	183 -102	-36%	-$11.6K	0.01%	346
2020 Q1	$29K	Sell	285 -4	-1%	-$477	0.01%	297
2019 Q4	$36K	Sell	289 -55	-16%	-$6.65K	0.01%	299
2019 Q3	$41K	Buy	344 +72	+26%	+$8.49K	0.01%	286
2019 Q2	$31K	Buy	272 +139	+105%	+$15.6K	0.01%	290
2019 Q1	$15K	Sell	133 -28	-17%	-$2.95K	﹤0.01%	396
2018 Q4	$2K	Buy	+161	New	+$16.8K	﹤0.01%	572

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Management's VIG Position: Q2 2020 in Review

Lenox Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 36% in Q2 2020, selling an estimated $11.6K and leaving 183 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #346.

Lenox Wealth Management first reported a position in VIG in Q4 2018 and has held it in 7 quarters since. The position peaked at $41K in Q3 2019. 1,199 funds tracked by Wall St. Rank hold VIG as of Q2 2020.

Lenox Wealth Management held 183 shares of Vanguard Dividend Appreciation ETF worth $21K as of Q2 2020.
Lenox Wealth Management sold 102 Vanguard Dividend Appreciation ETF shares in Q2 2020, an estimated $11.6K.
Vanguard Dividend Appreciation ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #346 holding.
Lenox Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $41K in Q3 2019.
1,199 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.